SmartAsset

SmartAsset

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors.

Total raised
$161M
Latest round
Secondary Market
Employees
287

About SmartAsset

SmartAsset is a trusted brand that helps individuals make smart financial decisions. With a commitment to accuracy and actionable advice, SmartAsset provides personalized calculators, educational tools, and consumer-focused financial information. Their online platform, SmartAdvisor, connects consumers with financial advisors through a national marketplace, facilitating informed decisions and financial planning. Reaching approximately 75 million people each month, SmartAsset empowers users by providing valuable insights and guidance. Their values of empowerment, trust, adaptability, data-driven decision-making, and collaboration shape their operations. SmartAsset has received recognition for their innovative software and user-friendly design, enabling users to understand the implications of their decisions. They have also been acknowledged as a top financial technology company and have earned prestigious awards for their thought leadership, technological advancements, and financial planning services. Invested in by smart investors, SmartAsset's content and calculators reach millions of users each month, making them a reputable resource in the financial industry.

Funding & revenue at SmartAsset

How well capitalized the business is — useful context before you scope a fractional engagement or negotiate a rate.

Total capital raised

$161M

26 known investors

Latest round

Secondary Market · $110M

Aug 2021

Investors

Peterson VenturesOtter Rock CapitalEmpede CapitalSV AngelFocus Financial PartnersRed Hook CapitalSand Hill AngelsAndrew VigneaultQuotidian VenturesFJ LabsContour Venture PartnersFabrice GrindaDenis GroszY CombinatorTTV CapitalNew York Life VenturesCiti VenturesNew York Life InsuranceTruStage VenturesNorth Bridge Venture Partners & Growth EquityFitz Gate VenturesBrendan WallaceTransamerica VenturesEvolution VC Partners

Growth signals

How fast SmartAsset is adding people, roles, and audience.

Employees

287

Reported band 201-500

LinkedIn followers

15.5K

+10.6% year over year

Headcount change

MoM
0%

0 people

QoQ
+3.6%

+10 people

6mo
+3.6%

+10 people

YoY
+10.4%

+27 people

2yr
+17.1%

+42 people

Team composition

Where SmartAsset concentrates its people — a read on which function a fractional leader would plug into.

By function

  • Sales11239%
  • Engineering4817%
  • Support228%
  • Business Development186%
  • Information Technology186%
  • Product Management135%
  • Finance93%
  • Marketing93%

By region

  • United States276
  • New York City Metropolitan Area79
  • New York, United States62
  • New York, NY42
  • Texas, United States29
  • California, United States22

Inside SmartAsset

What the business focuses on, where it operates, and how employees rate it.

Specialties

Financial ModellingPersonal FinanceMoneyFinancial AdvisorsRetirementContentlead genclient acquisition

Categories

Wealth ManagementFinanceMarketplacePersonal FinanceFinTechFinancial Services

Markets

PRIVATE

No open roles right now — view past roles below

Funding, revenue, headcount, and hiring figures are third-party estimates from public sources and are not confirmed by the company. Last refreshed August 16, 2026.

About this page

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